Wealthscape Investor FDP-103 error (edited)

Hello @prestonjr23,

Thanks for reaching out! Have you tried entering your password in place of the PIN field to see if that works? Does it provide an error if you do this?

I can also see from our side that Wealthscape Investor is reporting connection issues at this time as well. This generally means you will not be able to connect in the meantime while the banner is there, so you may need to wait to try connecting again.

Additionally, there are other MyStreetScape instances available in Quicken Simplifi that you can try using as well. Let us know how that goes!

-Coach Jon

Hello @prestonjr23,

Thanks for the follow-up. Did you try the other instances that I mentioned? As I said before, for the Wealthscape Investor option, you may need to wait to try connecting again while the banner is still there.

-Coach Jon

Hello @prestonjr23,

Thanks for the reply. Did you try the MyStreetScape - Investments option available? It looks like this one requires a password.

-Coach Jon

Hello @prestonjr23,

Can you provide a screenshot of the error you're receiving when trying to connect?

-Coach Jon

Thank you for your reply,

Is your account directly through Wealthscape Investor, or is it an account that is serviced through Wealthscape? When I check the URL you provided in your original post, there are a couple other connection options that may allow you to get connected: Mid Atlantic Capital Corporation and SignatorOne Access.

Please let me know how it goes!

Thank you for your reply,

Since the Cambridge Investment Research connection is asking for a PIN, have you checked with the financial institution to find out if there's some sort of additional authorization you have to do through the financial institution website to authorize connection with 3rd party apps?

Thank you!

Thank you for your reply,

While the issue is likely that you're being asked for a PIN instead of a password, since the error is a FDP-103, we do need to perform the troubleshooting for that error code.

To start, please follow these two steps -

• Enable the “Show Password” option to confirm no typographical errors.
  • If you’re using a password manager, try manually typing the password, in case the one saved is outdated.
• Verify that you can login on the financial institution's website directly. Sometimes, too many failed login attempts can result in your account getting locked.

If the issue persists after you have followed the steps above, please provide the following information -

• Have there been recent changes in your banking website? If there are changes, what are those?
• What is the exact URL you use to log in to your account (login URL)?
• What type of accounts are you adding (banking, investment, debt, etc.)?
• Please provide a screenshot of your bank account summary page that includes the URL. You’re welcome to remove or obscure any personal information.
• Document the FORMAT of your password (NEVER share your actual password!). For example, the password of "Quicken123$" would be "Xxxxxxx###$." Document the specific special character(s) in the password (AGAIN, DO NOT share your actual password!). We recommend to NOT use the following special characters & < > / \.

Additionally, please send logs. To do that, follow these steps:

1. Log into the Quicken Simplifi Web App.
2. Select Profile from the left-hand navigation bar.
3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback. 
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

Thank you!

Hello @prestonjr23,

Thanks for reaching out! Our service provider came back with an update on this issue. They would like to know if you are already connected to this bank with another credential set within Quicken Simplifi. They would also want you to try changing the password and then trying to connect once again. If it still does not work, please provide the updated password format as previously requested in this thread.

-Coach Jon